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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,532 | $106,008-65.5% | $92,240-60.4% | $147,586-75.2% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 9.52% | 50.05%-40.5pp | 176.29%-166.8pp | 578.59%-569.1pp |
| Employer contribution / active EE | $4,822 | $4,333+11.3% | $3,680+31.0% | $4,876-1.1% |
| Participant deferral / active EE | $206 | $4,478-95.4% | $3,897-94.7% | $5,439-96.2% |
| Admin fee / account holder | $2,849 | $6,333-55.0% | $5,194-45.2% | $10,886-73.8% |